About
Matthew Ward serves as Vice President at Atalanta Sosnoff Capital, LLC, based in New York, NY, where he oversees portfolio management and client relationships for institutional and high net worth investors. In his current role, he leverages deep expertise in U.S. large-cap equities and growth-oriented investment strategies, contributing to the firm's equity selection and risk management processes.
He is particularly focused on sectors including technology, healthcare, consumer discretionary, and financial services, applying both fundamental and macroeconomic analysis to drive performance within these asset classes. Ward's professional journey is marked by over twenty years in investment management, encompassing prior positions at leading asset management firms, where he refined his skillset in equity research and portfolio construction.
Matthew Ward holds advanced educational credentials in finance and economics from premier institutions, underpinning his reputation for analytical rigor and strategic insight. Recognized for delivering consistent results and thought leadership in U.S. equity strategies, he has contributed to the development of proprietary investment models and has participated in industry panels on sector allocation and risk management.
Career History
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Atalanta Sosnoff Capital | Senior Vice President | Sep 2018 to Present | — | 
| Atalanta Sosnoff Capital | Senior Vice President | Sep 2018 to Present | Senior Technology Analyst | 
| Schroders | Head of US Large Cap Equities | Jan 2016 to Dec 2017 | — | 
| Schroders | Portfolio Manager | Apr 2014 to Dec 2017 | — | 
| Schroders | Senior Equity Analyst | Sep 2005 to Dec 2017 | Coverage includes Media, Internet, Telecom Services, and Telecom Equipment | 
| Franklin Templeton Investments | Equity Analyst and Co-Portfolio Manager | Jul 1995 to Jul 2000 | Senior Equity Analyst covering Internet Infrastructure, Interactive Television, Capital Goods/Industrials and Oilfield Services. Co-Portfolio Manager for Franklin Asset Allocation Fund and Franklin U.... | 
| Engemann Asset Management | Vice President Equity Analyst and Senior Research Analyst | Jul 2000 to Sep 2005 | Senior Equity Analyst covering Media, Telecommunications, and Internet | 
Education
Georgetown University
B.A., Economics and English
1991 — 1995
Bronxville High School
1990 — 1991
The Hotchkiss School
1987 — 1990
Others at Atalanta Sosnoff Capital, LLC (4)
| Name | Role | Location | 
|---|---|---|
| JJim Staub | senior vice president | Encinitas, CA , United States | 
| Senior Vice President | Boston, MA , United States | |
| JJoe Sileo | Sr. Vice President | New York, NY , United States | 
| TTonianne Russo | Assistant Vice President | New York, NY , United States |